SourcingSourcing

LIFESTYLE ASSET MANAGEMENT, INC.

C47
CRD 157450·SEC 801-116746·FRIENDSWOOD, TX
AUM
$571.2M
$500M-$1B
Est. Revenue
$5.7M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIFESTYLE ASSET MANAGEMENT, INC.
CRD
157450
SEC file #
801-116746
EIN
450837994
DBA names
—

Economics

AUM
$571.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$175.4M → $571.2M▲ +226%
Client mix
Individuals Other759
Individuals High Net Worth163
Pension Profit Sharing Plans6

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
10 advisors → 13 advisors▲ +30%
Primary office
FRIENDSWOOD TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
lsaminc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEGNER, MICHAEL, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WEGNER, MICHAEL, ALLEN
Wegner, Ross, Allen
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LSAMINC.COM
Rdap Domain Creation Date
2018-03-02T18:39:51Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
15,001
Form 5500 Compensation Trajectory 3y
20258,000
20267,001
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
15,001
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001845675
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-04-20
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0002085853-26-000333

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
211 W EDGEWOOD, SUITE 300FRIENDSWOOD, TX 77546
Business
211 W EDGEWOOD, SUITE 300FRIENDSWOOD, TX 77546
Edgar EIN
450837994
Edgar Recent Filings
13F-HR2026-04-10 · 0002085853-26-000333
13F-HR2026-02-11 · 0002085853-26-000237
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-02T18:39:51Z
Rdap Domain Last Changed
2025-03-31T04:24:24Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1638972
Trust Company Affiliate
No

People (14)

14
WEGNER, MICHAEL, ALLEN
IAR · Direct Owner · 87.5%
1638972
JACKSON, PAUL, BRIAN
IAR · Executive Officer · 2.5%
2657314
Wegner, Ross, Allen
IAR · Executive Officer · 2.5%
7004489
Jared Pitts
IAR
7731819
LOTTE SCHMIDT OPTEKAMP
IAR
2568888
KALEB KRISTOFER JONES
IAR
6077065
Jamie Suzanne Staggs
IAR
7124547
BRIAN NEAL EVERETT
IAR
1250585
DANIEL DAVID THOMASON
IAR
2810920
STEPHEN LOUIS FOUGEROUSSE
IAR
1402855
JESUS A POMPA
IAR
6413142
KYLE EDWARD JOHNSTON
IAR
1892139
STEVEN DAVID STOCK
IAR
4782919
JAMES EDWARD LATIOLAIS
IAR
1409028